Atreides Management, LP

Multi-stage venture firmSEC-registered adviserClassification probable· Boston, Massachusettsatreidesmgmt.com

Atreides Management, LP brings the long-term perspective of a private equity investor to high growth technology and consumer companies and invests across public and private markets.

In the firm's own words, from its website.

Reported fund assets
$2.7B
sum of its funds' Form ADV filings, last 30 months
New companies, 12 mo
2
Investment team
15
Latest vintage
2026
Contact decision makers
More
Ask DFX about thisView relationshipsFind contactsInvestments (4)Team (35)Funds
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

29 additional team members, 37 additional co-investors and affiliates, 24 additional investments, funds and LPs, 26 events, 2 verified contacts (1 general firm email, 1 firm phone)

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What matters now

  1. 1 vehicle
    on Form D, 18 months

    $41.9M reported sold so far.

    A Form D is filed when a vehicle takes its first money, so these are open to LPs now.

    FactSEC Form D filingsFor LPs, fund-of-funds, placement agentsVehicles →
  2. 2 companies
    new in 12 months

    2 new companies in the last 12 months. Latest round Positron AI round ($875M round, led) on 10 Sep 2026.

    A firm writing cheques this quarter is one a founder can pitch now.

    Factfunding announcements, Form D, the firm's portfolio pageInvestments →
  3. 2 deals
    with Unless Management

    Invests most often alongside Unless Management (2 shared deals) and DFJ Growth (2 shared deals).

    pair last observed on record 30 Sep 2026, not a deal date · The firms it syndicates with are the likeliest to see the same deals and to fill out its rounds.

    Measuredshared rounds and portfolio companies on recordCo-investors →

People to know

View all people
  • James Stanzler
    Managing Director, Public Equities & Partner, Atreides Ventures
    Why: Partner: part of the investment decision
    No route on file yet
  • Neil Desai
    Managing Director, Public Equities & Partner, Atreides Ventures
    Why: Partner: part of the investment decision
    No route on file yet
  • Gavin Seth Baker
    Managing Member
    Why: Named with investment responsibility
    No route on file yet

Relationship network

117 connected entities2 observed rounds1 dated round shown here, 2026

From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.

Reading the network
  • Sponsor
  • Company
  • Fund or vehicle
  • Person

Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

How am I connected?

Name your firm, a company or a person, and DFX finds the published routes to Atreides Management, LP: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.

See how you connect to Atreides Management, LP

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Investing

4 companies on record, 2 new in 12 months
Investments on record
4 companies, 0 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
Dotportfolio listingunknownunknownunknownunknownSep 26, 2026Fact Company website
Positronportfolio listingleadunknownunknownunknownSep 21, 2026Fact Company website
Positron AI, Inc.Funding roundleadunknown$875MunknownSep 10, 2026Fact Press release
Stated thesis versus observed behaviour
4 observed deals
Stated (the firm’s website)
Sectors
consumer
Stages
not stated or not yet read
Geography
boston
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation
series d plus 100%
Stage at first entry
series d plus 100%
Sectors
unknown 75%Other 25%
lead rate 100%follow-on rate 0%new companies, 12 months 2

Team

35 current, 1 departed
Decision makers
who to call first, and why; then everyone else by function
  • James Stanzler · Managing Director, Public Equities & Partner, Atreides Ventures
    Why this person: Partner: part of the investment decision; Named with investment responsibility
  • Neil Desai · Managing Director, Public Equities & Partner, Atreides Ventures
    Why this person: Partner: part of the investment decision; Named with investment responsibility
  • Gavin Seth Baker · Managing Member
    Why this person: Named with investment responsibility

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

Investment team
35 current, 1 departed
1 departed (kept with end dates)
Contacts
1 general firm email, 1 firm phone

1 general firm email, 1 firm phone on record, each with its source. Values open with the complete profile.

Funds and LPs

26 vehicles, 0 LPs disclosed
Funds and vehicles
26 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Atreides Lookfar Fund, LLC - Series 1Fund2026 form d first saleFundraising$42.6M
Aug 28, 2026
13$41.9MJul 9, 2026
Atreides Special Circumstances Fund, LLC - Series O DisFeeder or parallel2023 form d first saleActive deployment$27.6M
Aug 28, 2026
52$2.5MJan 17, 2023
Atreides Special Circumstances Fund, LLC - Series M DisFeeder or parallel2022 form d first saleActive deployment$171M
Aug 28, 2026
106$5.8MJun 10, 2022
Limited partners
0 LPs, 0 disclosed commitments
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Known LPs and allocators
0 relationships across the firm's funds, from public pensions and the allocator graph
No allocator names this firm or its funds in a public disclosure DFX holds.

Relationships across DFX

56 co-investors · on 4 other DFX graphs
Co-investors
56 counted from shared deals, for the whole firm
Across DFX and the capital chainon 4 other DFX graphs · 1 capital path Show
Across DFX
Across the graphs

Atreides Management, LP is the same institution as 4 records in Private Equity, RIA and Wealth, Independent Sponsors and Allocators.

Private Equity1RIA and Wealth1Independent Sponsors1Allocators1

DFX found 4 relationships across 4 datasets

Which record it is in each graph, what it is called there, and how the two were matched.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Checking your plan…

Capital chain

Atreides Management, LP sits on 1 traced path of capital across the graphs.

Allocator commitments to a manager

DFX traced 1 path of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Evidence and history

31 dated events, 64 observations from 4 sources
Timeline
31 dated events
  1. seen on or beforeSep 23, 2026
    Atreides Management, LP: INSTITUTIONAL_VC -> MULTI_STAGE_VC (both early and growth/opportunity families, reported GAV $2,711M)
    Classification changedClassificationInferenceno URL
  2. Aug 28, 2026
    Atreides Special Circumstances Fund, LLC - Series U Dis first reported on Form ADV by Atreides Management, LP (Venture Capital Fund), GAV $125,484,685
    Fund first reported on Form ADVFundsInferenceAtreides Special Circumstances Fund, LLC - Series U DisForm ADV
  3. Aug 28, 2026
    Atreides Lookfar Fund, LLC - Series 1 first reported on Form ADV by Atreides Management, LP (Venture Capital Fund), GAV $42,636,347
    Fund first reported on Form ADVFundsInferenceAtreides Lookfar Fund, LLC - Series 1Form ADV
  4. Aug 28, 2026
    Atreides Special Circumstances Fund, LLC - Series T Dis first reported on Form ADV by Atreides Management, LP (Venture Capital Fund), GAV $11,333,876
    Fund first reported on Form ADVFundsInferenceAtreides Special Circumstances Fund, LLC - Series T DisForm ADV
  5. Aug 28, 2026
    Atreides Special Circumstances Fund, LLC - Series Q Dis first reported on Form ADV by Atreides Management, LP (Venture Capital Fund), GAV $55,342,841
    Fund first reported on Form ADVFundsInferenceAtreides Special Circumstances Fund, LLC - Series Q DisForm ADV
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Aug 28, 2026 · 29 private fundsShow
Headquarters
Boston, MAadviserinfo.sec.gov
Office address
unknownadviserinfo.sec.gov
Business phone
unknownadviserinfo.sec.gov
Website
atreidesmgmt.com
SEC adviser type
Registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Aug 28, 2026
Private funds reported
29 (23 venture capital funds)adviserinfo.sec.gov
Private fund gross assets, adviser total
$9.4Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$8.9Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
26
Owners on Schedule A
Atreides Management, LLC (General Partner), owns under 5%
Classification history
Every classification this record has carried2 on recordShow
  1. Sep 23, 2026
    Multi-stage venture firm (probable, 80%)
    Both early and growth/opportunity families, reported GAV $2.7B
  2. Sep 12, 2026
    Institutional venture firm (probable, 80%)
    Venture manager, reported GAV $462M across 15 vehicles
Evidence
65 observations from 4 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedVC funds reportedAug 28, 2026FactForm ADV
SEC adviser typeRegistered investment adviserAug 28, 2026FactForm ADV
SEC adviser typeRegistered investment adviserAug 28, 2026FactForm ADV
SEC adviser typeRegistered investment adviserMar 28, 2024FactForm ADV
First Form ADV filing2019-04-03Aug 28, 2026FactForm ADV
First Form ADV filing2019-04-03Mar 28, 2024FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-29Sep 30, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-25Sep 26, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-23Sep 24, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-22Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2026-08-28Aug 28, 2026FactForm ADV
Latest Form ADV filing2026-08-28Aug 28, 2026FactForm ADV
Latest Form ADV filing2024-03-28Mar 28, 2024FactForm ADV
SEC statusApprovedAug 28, 2026FactForm ADV
SEC status effective2019-05-03Aug 28, 2026FactForm ADV
Venture share of reported funds1Aug 28, 2026FactForm ADV
Venture share of reported funds1Mar 28, 2024FactForm ADV
Business phoneAug 28, 2026FactForm ADV
Business phoneMar 28, 2024FactForm ADV
DescriptionSep 16, 2026Factno URL
Employees26Aug 28, 2026FactForm ADV
Employees22Mar 28, 2024FactForm ADV
HeadquartersBoston, MAAug 28, 2026FactForm ADV
HeadquartersBoston, MAMar 28, 2024FactForm ADV
Office addressAug 28, 2026FactForm ADV
Office addressMar 28, 2024FactForm ADV
Legal formLimited PartnershipAug 28, 2026FactForm ADV
PE funds reported1Aug 28, 2026FactForm ADV
Private funds reported29Aug 28, 2026FactForm ADV
Private funds reported29Aug 28, 2026FactForm ADV
Private funds reported17Mar 28, 2024FactForm ADV
Private fund gross assets (reported)$9.4BAug 28, 2026FactForm ADV
Private fund gross assets (reported)$9.4BAug 28, 2026FactForm ADV
Private fund gross assets (reported)$4.4BMar 28, 2024FactForm ADV
Regulatory AUM (adviser, not fund size)$8.9BAug 28, 2026FactForm ADV
Regulatory AUM (adviser, not fund size)$4.7BMar 28, 2024FactForm ADV
Schedule a diffsadiff-1Sep 29, 2026FactForm ADV
Stated geographyboston
“geography words on the home page”
Sep 16, 2026Factno URL
Stated sectorsconsumer
“sector words on the home page”
Sep 16, 2026Factno URL
Team pageSep 30, 2026Factno URL
Team pageSep 16, 2026Factno URL
Team pageSep 13, 2026Factno URL
Venture funds reported23Aug 28, 2026FactForm ADV
Venture funds reported23Aug 28, 2026FactForm ADV
Venture funds reported15Mar 28, 2024FactForm ADV
WebsiteSep 12, 2026FactForm ADV
WebsiteAug 28, 2026FactForm ADV
WebsiteMar 28, 2024FactForm ADV
Site titleSep 16, 2026Factno URL
How this is scored
Scores, classification basis and filing advisersMulti-stage venture firm, probableShow
Importance
65
high
Active deployment
33
moderate
Emerging
0
low
Freshness
100
high
Multi-stage venture firm · probableSEC registered investment adviser

Both early and growth/opportunity families, reported GAV $2.7B

The inputs behind each score
importance
gav: 0.74 · funds: 1 · people: 0.6 · investments: 0.22 · co investors: 0.71
active deployment
investments 12m: 0.25 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 1 · latest investment at: 2026-09-10
emerging manager
fund count: 26 · reported gav: $2.7B · first adv filing: 2019-04-03 · years since first filing: 7.5

Fits, record history and connections

scored matches for this investor, every identity change, every edge

Fits

3 scored matches, best firstas of
  • score 39.9confidence 90%
    Why: stage fit; activity; cap table
  • score 34.9confidence 90%
    Why: stage fit; activity; cap table
  • score 29.9confidence 80%
    Why: stage fit; activity

Scored by DFX match engines from the record's observed portfolio, stage, geography and recent activity. A fit is a reason to look, not a mandate; the blockers say what the model could not confirm. Names and the evidence sentences show with the names on this page.

Record history

2 dated events on the change ledger, latest event first
  • Organization classification changed
    2026-09-23
  • Adviser's first ADV filing
    2019-04-03source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.